Follow-The-Filings

Security

BYD

Boyd Gaming Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners max 2.1% (John Rogers - Ariel Inves...)

owners 14
max % 2.1%
tracked value $860M
qoq A 7 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
John Rogers - Ariel Investments, LLC 2026 Q1 2.1% Reduce -0.06 pp 2,274,418 $187M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add 0.00 pp 858,036 $71M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.01 pp 160,951 $13M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% 79,700 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 5,639,209 $481M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 689,379 $59M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 180,967 $15M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 131,748 $11M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 47,200 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 132,891 $11M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 14,707 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 10,811 $888 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 9,914 $845 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 740 $61 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.93B $4.09B
Gross profit
Gross margin
Net income $620.02M $577.95M $1.84B
Net margin * 14.7% 45.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $529.32M $561.51M $530.73M
Total non-current assets * $5.74B $5.83B $6.04B
Total assets $6.27B $6.39B $6.57B
Total current liabilities $596.32M $622.68M $979.22M
Total non-current liabilities
Total equity $1.74B $1.58B $2.61B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $914.52M $957.08M $976.68M
Cash from investing -$264.33M -$433.91M $1.04B
Cash from financing -$637.25M -$509.5M -$1.98B
Net change in cash $12.86M $13.43M $37.4M

ownership over time

filing count by report period · click a bar for that quarter’s holders